Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Scot who wrote (90949)	2/1/2000 5:45:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1575371

Scot, If AMD had spent the time redoing the 750 and supporting PC133 and AGP4x i think it would be a good thing. And yes I do wish AMD had contracted with MB manufacturers to buils MB's. It would keep the 3rd party vendors honest on price and quality. Overall, AMD has NOT learnt the painfull lessons of mid last year. And no I don't agree with sharing the pie. Pretty soon there won;t be a pie to share just like the k6 fiasco. The worst case scenario for AMD is willy kicks it butt. That give Intel the high end. And then Intel collapses the prices on cumine+MB to <$120 range. And kills off celeron supply. And AMD will be back to huge lossess again. I don't think they are prepared for such a scenario. It shows me they haven't learned the lessons from less than a year ago. Clearly with high margins in servers and high end desktops, Intel can sell low to mid end chips at cost and not lose profits. FYI cost on cumines is int the <$50 range. regards, kash